401(k) · DOL Form 5500 · 2023

Fanning/Howey Associates, Inc. 401(k) Plan

Data updated 2026-08-25

$29M
Total assets Below avg plan size
98
Participants Small participant base
79th
Percentile by assets National rank
$298,047
Avg per participant High balance/head
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Official DOL plan name: Fanning/Howey Assoc., Inc. 401(k) Ps Plan · Sponsored by Fanning/Howey Associates, Inc. · Ohio · Professional & Technical Services

$29M in assets, 98 participants

Fanning/Howey Associates, Inc.'s Fanning/Howey Assoc., Inc. 401(k) Ps Plan reported $29M in total assets and 98 participants in its 2023 DOL Form 5500 filing, ranking in the 79th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #16,111 in Professional & Technical Services (20,321 peers)

Where Fanning/Howey Assoc., Inc. 401(k) Ps Plan sits by assets

Fanning/Howey Assoc., Inc. 401(k) Ps Plan sits in the top quartile of all filed plans by assets, $29M for 98 participants (~$298,047/participant), up 18.7% in 2023.

#16,111
in Professional & Technical Services (20,321 peers)
+18.7%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Fanning/Howey Assoc., Inc. 401(k) Ps Plan's outsized position by total assets

Fanning/Howey Assoc., Inc. 401(k) Ps Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$29,208,563 Top 21% higher than 79% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Fanning/Howey Assoc., Inc. 401(k) Ps Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Fanning/Howey Assoc., Inc. 401(k) Ps Plan is a small filing (98 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Fanning/Howey Assoc., Inc. 401(k) Ps Plan reported net income rose from -$4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Fanning/Howey Assoc., Inc. 401(k) Ps Plan end-of-year assets rose from $25M in the plan year 2022 filing to $29M in the plan year 2023 filing.
  • Fanning/Howey Assoc., Inc. 401(k) Ps Plan reported participants rose from 92 in the plan year 2022 filing to 98 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 341053065 · Fanning/Howey Associates, Inc. PY 2023 · 401(k)

Fanning/Howey Assoc., Inc. 401(k) Ps Plan · $29M · 98 · 79th

  • PCT $29M
  • PCT 98
  • PCT 79th
  • PCT 401(k)
  • PCT near Crystal Flash, Inc. Retirement Savings Plan
  • PCT ind #16111

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Professional & Technical Services retirement plans → · Plans in Ohio →

Fanning/Howey Assoc., Inc. 401(k) Ps Plan in the asset neighbourhood

Fanning/Howey Assoc., Inc. 401(k) Ps PlanFanning/Howey Assoc., Inc. 4…$29MCrystal Flash, Inc. Retirement Savings PlanCrystal Flash, Inc. Retireme…$29MRefrigerated Solutions Group Retirement Savings PlanRefrigerated Solutions Group…$29MRema Tip Top / North America, Inc. Retirement PlanRema Tip Top / North America…$29MFfkr Architects/Planners II 401(k) Profit Sharing PlanFfkr Architects/Planners II …$29M
End-of-year total assets ($M) among Fanning/Howey Assoc., Inc. 401(k) Ps Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$25M
Net Assets (End of Year)$29M
Net Income$5M
Employer EIN341053065
Plan Effective Date1985-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Fanning/Howey Associates, Inc.)

Sponsor-wide plan assets over time

All Fanning/Howey Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$28M 15.716907745090436% vs 2022
2024 filing year
$24M$26M$28M$30M 202220232024 $24.6M $28.5M ▲ +15.7%
Year Plans Participants Total Assets
2022 1 92 $25M
2023 1 98 $29M
2024 1 110 $28M

Nearby 401(k) Plans in Ohio

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Fanning/Howey Assoc., Inc. 401(k) Ps Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants Fanning/Howey Assoc., Inc. 401(k) Ps Plan, Total assets ($B): 0.029208563 · Participants: 98Fanning/Howey Assoc., Inc. 401(k) Ps PlanGE Retirement Savings Plan, Total assets ($B): 19.485469047 · Participants: 59766GE Retirement Savings PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.12932701 · Participants: 47362The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 9.225573063 · Participants: 56176The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 8.445085 · Participants: 129769The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 7.618883027 · Participants: 24715Nationwide Savings Plan
Fanning/Howey Assoc., Inc. 401(k) Ps Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Fanning/Howey Assoc., Inc. 401(k) Ps Plan side-by-side with 3 peers →

Fanning/Howey Assoc., Inc. 401(k) Ps Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Crystal Flash, Inc. Retirement Savings Plan in MI ($29M); by covered participants it is Blanco Enterprises 1081. 01(D) Retirement Plan in PR (98 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (98 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Fanning/Howey Assoc., Inc. 401(k) Ps Plan assets move in 2023? ▼
Fanning/Howey Assoc., Inc. 401(k) Ps Plan grew sharply - up 18.7% during 2023, from $25M to $29M. Reported net income was $5M.
How have Fanning/Howey Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Fanning/Howey Associates, Inc.'s sponsor-wide assets grew 15.7%, from $25M to $28M.
Where does Fanning/Howey Assoc., Inc. 401(k) Ps Plan rank by assets among Form 5500 filers? ▼
Fanning/Howey Assoc., Inc. 401(k) Ps Plan ranks in the 79th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Fanning/Howey Assoc., Inc. 401(k) Ps Plan? ▼
Among 401(k) plans in other states, the closest by assets is Crystal Flash, Inc. Retirement Savings Plan in MI ($29M, 318 participants).
Which 401(k) plans cover a similar participant headcount to Fanning/Howey Assoc., Inc. 401(k) Ps Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Blanco Enterprises 1081. 01(D) Retirement Plan in PR (98 participants, $81K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 341053065.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.